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United Fire Group

146 hedge funds and large institutions have $700M invested in United Fire Group in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.24% more ownership

Funds ownership: 62.68%63.92% (+1.2%)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

1% less funds holding

Funds holding: 148146 (-2)

6% less capital invested

Capital invested by funds: $744M → $700M (-$44M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
47
Reduced
49
Closed
14
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$146M +$6.43M +143,921 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$98.7M +$2.79M +62,458 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.9M -$662K -14,808 -0.8%
EARNEST Partners
4
EARNEST Partners
Georgia
$66.7M +$2.96M +66,189 +5%
State Street
5
State Street
Massachusetts
$28.4M +$1.73M +38,724 +6%
Norges Bank
6
Norges Bank
Norway
$27.4M -$787K -17,614 -3%
Northern Trust
7
Northern Trust
Illinois
$26.4M -$87.2K -1,950 -0.3%
SFM
8
Systematic Financial Management
New Jersey
$21.6M -$451K -10,082 -2%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$15.1M -$188K -4,200 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13.4M +$528K +11,815 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.3M +$184K +4,118 +1%
Ameriprise
12
Ameriprise
Minnesota
$11M -$342K -7,656 -3%
Charles Schwab
13
Charles Schwab
California
$8.13M +$304K +6,791 +4%
Renaissance Technologies
14
Renaissance Technologies
New York
$7.59M +$139K +3,117 +2%
MPI
15
Mairs & Power Inc
Minnesota
$7.5M +$4.92K +110 +0.1%
Principal Financial Group
16
Principal Financial Group
Iowa
$7.35M -$54.7K -1,224 -0.7%
BAM
17
Burgundy Asset Management
Ontario, Canada
$6.18M -$20.6K -460 -0.3%
Wells Fargo
18
Wells Fargo
California
$6.08M -$273K -6,100 -4%
Bank of America
19
Bank of America
North Carolina
$5.74M -$801K -17,925 -12%
BCM
20
Bridgeway Capital Management
Texas
$5.64M
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$5.22M +$2.72M +60,950 +105%
MAM
22
Martingale Asset Management
Massachusetts
$5.02M +$148K +3,301 +3%
Morgan Stanley
23
Morgan Stanley
New York
$4.77M +$1.36M +30,383 +39%
N
24
Nuveen
North Carolina
$3.86M +$136K +3,034 +4%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.23M +$156K +3,493 +5%

UFCS Hedge Fund Activity: Q4 2019 in Review

146 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2019, worth a combined $700M — down 5.9% from $744M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UFCS positions and 14 closed out — a net gain of 4 holders — while 47 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $6.43M. The largest seller was Advisory Research, exiting entirely with an estimated $7.35M sold.

  • 146 institutional investors held United Fire Group (UFCS) as of Q4 2019, down from 148 in Q3 2019.
  • Funds reported $700M of United Fire Group stock for Q4 2019, down 5.9% quarter-over-quarter.
  • 18 funds opened new United Fire Group positions in Q4 2019 and 14 closed out, a net change of +4 holders.
  • The largest United Fire Group buyer in Q4 2019 was BlackRock, an estimated $6.43M added.
  • The largest United Fire Group seller in Q4 2019 was Advisory Research, an estimated $7.35M sold.

Based on aggregated 13F filings for Q4 2019.